The business consulting software that runs every engagement.
Genaya keeps referral calls, video discovery calls, signed scopes, engagement letters, payment schedules, and monthly retainers on one client record, so the practice keeps pace while you advise.
It works with what you already use
Price every engagement the same way
Put your fixed-fee reviews, on-site days, workshops, and retainers in one Price Book with a set price, cost, and description, so every scope your team sends quotes the same rate and reads the same way.
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Follow up the moment a client says yes
When a client approves a scope, the welcome email goes out on its own. Discovery call reminders, estimate follow-ups, and overdue-invoice nudges run by themselves too, so new work never waits on your inbox.
Learn moreEvery monthly review, on the record
A retainer runs on what was decided last month. Hold the monthly review in a Genaya Room with Video Intelligence on and the conversation is transcribed as you talk. When the room closes, its summary is waiting, with smart notes sorted into key updates, decisions made, action items, and open questions - so the next review starts from what was agreed, not from what anyone remembers.
Learn moreAnswer "where do we stand?" before it is asked
Clients in an engagement ask the same three things: what did I approve, what do I owe, and when are you on site. Send each client one secure link - no account to create - and their portal answers all three under your practice's name: the signed scope, the invoice to pay by card or bank account, and the on-site days on the calendar. Letters you send for signature open in the same portal.
Learn moreLeave every discovery call with the next step
Hold discovery calls, monthly reviews, and planning sessions in a Genaya Room that clients join from a link. Admit them from the waiting room, record the call when you choose, and with Room Intelligence on, it suggests the follow-ups as you talk - the diagnostic estimate, the on-site days, the NDA - and one tap adds each one.
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Turn the discovery call into a signed scope
Turn what the call surfaces into one fixed-fee scope while it is still fresh. Pull the review, the on-site days, and the plan from your Price Book, attach the scorecard, and the client approves and signs it in the client portal. The approved estimate becomes the invoice without re-typing a line.
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Keep a multi-day diagnostic on one booking
An on-site diagnostic rarely fits in one day. Book one appointment that spans the days you are on the floor, keep the consultants and the files on it, and with payment schedules turned on, let a payment schedule collect the deposit up front, charge the card on file when the days are done, and hold the rest for the findings report.
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Monthly advisory, billed on its own
When a client keeps you on after the engagement, put the advisory retainer on a plan - weekly to yearly. Every cycle creates its own invoice, then charges the card or bank account on file or emails the invoice with a pay link, so the monthly review is about the business, not the bill.
Learn moreNever send a referral to voicemail
Calls, texts, and web chats from a prospect land on one client record, so the whole practice sees the history before the first meeting. When you are in a session, the AI Receptionist answers, checks real availability, and books the discovery call, or prospects pick an open slot themselves from your booking page.
Learn moreRun your operation on Genaya
Try Genaya free for 14 days
No credit card needed. Bring your clients over and run your first day on Genaya.
Budget season starts this week.
One consulting day, from referral call to paid scope
Follow a single October Monday at an independent operations consulting practice that runs on Genaya. Every moment below is the same platform and the same client record - no tool switches, no re-typing.
A referral calls before the first meeting
A millwork shop owner whose sales grew thirty percent while her profit shrank gets your number from her accountant. Genaya rings with the caller on screen - and while Nadia preps the 9:00 review, the AI Receptionist answers, books an 11:00 discovery call, and logs her as a new lead.
The calendar fills in
Pell Distribution's monthly review keeps its 9:00, the 7:48 call becomes an 11:00 discovery call in a Genaya Room, and Rina's afternoon strategy workshop holds its slot. Everyone in the practice sees the same day.
The discovery call finds the leak
Nadia admits Diane from the waiting room and they walk the year job by job. The job-costing export tells the story: quotes run 22 percent under the hours the shop really spends, and finished doors wait six days for the spray booth. The exports land on Diane's files and the scorecard fills in as they talk.
The diagnostic is signed by lunch
Nadia builds a fixed-fee diagnostic from the Price Book before the call ends - the review, two days on the shop floor, and a 90-day plan - and attaches the scorecard. Diane opens it from her portal link, taps approve, and signs. The on-site days are authorized before the afternoon.
Invoice ready, paid the same day
Approving in the portal turned the estimate into the invoice on its own - same record, same $9,500. Diane pays by card from the same link, and the approval already sent her the welcome email with the next steps.
The review lands
Pell Distribution's monthly review wrapped at 10:00 with margins up for a third straight month. Marking it done sent the review request on its own, and five stars land on your profile before the end of the day.
The principal sees the whole practice
Laptop closed. The dashboard shows what the day actually did - meetings held, the scope signed, the retainer charged, the rating - on one screen, with the Castellano on-site days already booked.
Built for the practices that help businesses run better
See your own day on Genaya
Book a demo and we will walk through your calls, schedule, estimates, and payments, or start free today.
Business consultant questions, answered
The short version of what consulting principals ask before they switch to Genaya.
Genaya runs the client side of the practice in one platform: calls, texts, and the AI Receptionist, the team calendar, video meetings, E-Sign Docs, estimates the client signs in the portal, invoices, payment schedules, retainer billing, tasks, automations, and reporting on your own numbers. The first call, the signed scope, the engagement letter, and every payment stay on the same client record.
Yes. Put a booking page on your site with Engage and prospects pick an open slot from your real availability. When they call instead, the optional AI Receptionist answers when your team cannot, checks the same calendar, and books the call or captures the lead for you to call back.
Yes. Genaya Rooms are video meetings clients join from a link, with a waiting room and optional recording. With Room Intelligence turned on, it suggests next steps from the conversation, like an estimate, an appointment, or a task, and one tap adds each one.
Build the scope as an estimate from your Price Book and attach the files behind it, like the scorecard. The client approves and signs it in the client portal, and an estimate approved there becomes the invoice automatically, ready to pay by card or bank account.
Yes. Build your engagement letter, NDA, and scorecards once in E-Sign Docs with required fields and signature lines. Your team fills in the fields, clients sign on your screen or from the link you send, and the signed PDF is saved on their record.
Yes, with payment schedules turned on. Split an engagement into up to twelve payments - a deposit, a date, or when the appointment is done - and card or bank payments can be charged automatically when they come due. A monthly retainer can bill itself as a recurring plan, weekly to yearly.
Not for client billing. There is no timer that turns hours into invoice lines; practices on Genaya price fixed-fee scopes, on-site days, and retainers from the Price Book, and any estimate or invoice can still carry an hourly line with a quantity you enter.
Yes. Genaya imports clients from CSV or Excel files and from many other business tools, so you do not start from an empty book.
Your consultants do the work.Genaya handles the rest.
The AI Receptionist catches the referral while you are in a session, the diagnostic is signed before the discovery call goes cold, and every retainer bills itself on the same day each month. One platform for new clients, delivery, and getting paid.
